Plan Snapshot
- Plan Sponsor: Wood, Smith, Henning, & Berman LLP
- Sponsor EIN: 954608126
- Sponsor Address: 10960 WILSHIRE BLVD 18TH FLOOR, LOS ANGELES, CA, 90024
- Plan Type: DC
- Total Participants: 546
- Total Assets: $40.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 546 | $40.0M | $0 | $4.3M |
| 2023 | 493 | $32.7M | $23,063 | $3.7M |
| 2022 | 440 | $25.2M | $101,832 | $3.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO. | RECORDKEEPER | $8,144 | — | $8,144 |
| FUTUREPLAN BY ASCENSUS | NONE | $7,031 | — | $7,031 |
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE CO. — RECORDKEEPER
- ARMANINO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,175
- Estimated Expense Ratio: 0.038% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $15,175 | — | $8,144 | — | — |
| 2023 | $10,572 | — | $5,721 | — | — |
| 2022 | $6,730 | — | $576 | — | $6,154 |